See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,208 | $133,958-55.8% | $112,228-47.2% | $134,475-56.0% |
| Participation rate | 93.8% | 78.6%+15.2pp | 75.1%+18.7pp | 81.2%+12.5pp |
| Annual return | -7.67% | 47.11%-54.8pp | 27.45%-35.1pp | 417.96%-425.6pp |
| Employer contribution / active EE | $1,189 | $4,038-70.5% | $3,635-67.3% | $4,740-74.9% |
| Participant deferral / active EE | $4,738 | $5,291-10.4% | $4,728+0.2% | $6,400-26.0% |
| Admin fee / account holder | $96 | $7,489-98.7% | $6,410-98.5% | $11,426-99.2% |